Signature Wealth Management Partners, LLC

CIK 0001824694 • 7 13F filings • May 8, 2025 – Oct 21, 2026

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Filer information

Filed by: Signature Wealth Management Partners, LLC, CCO
Address: 85 CHESTNUT RIDGE ROAD, SUITE 201, MONTVALE, NJ, 07645
Phone: 201-505-1100
AUM: $202.2M

AUM over time

$234.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $191.0M113 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$2.8M	1.5%Prev: 2.3%	11,684 SH	Decreased-1,903 SH
ALPHABET INC	CAP STK CL C	$1.2M	0.6%Prev: 1.1%	4,867 SH	Decreased-1,534 SH
ALTRIA GROUP INC	COM	$901K	0.5%Prev: 0.5%	13,641 SH	Decreased-4 SH
AMAZON COM INC	COM	$4.9M	2.5%Prev: 2.4%	22,141 SH	Decreased+469 SH
AMERICAN EXPRESS CO	COM	$674K	0.4%Prev: 0.3%	2,029 SH	Decreased
AMETEK INC	COM	$6.4M	3.4%Prev: 3.8%	34,055 SH	Decreased+105 SH
APPLE INC	COM	$12.7M	6.7%Prev: 7.3%	50,052 SH	Decreased-4,162 SH
AT&T INC	COM	$1.5M	0.8%Prev: 0.5%	52,801 SH	Increased+4,380 SH
BANK AMERICA CORP	COM	$234K	0.1%	4,542 SH	New
BANK NEW YORK MELLON CORP	COM	$2.3M	1.2%	21,369 SH	New
BARRICK MNG CORP	COM SHS	$301K	0.2%Prev: 0.2%	9,200 SH	Decreased-1,800 SH
BECTON DICKINSON & CO	COM	$264K	0.1%	1,409 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	0.9%Prev: 0.8%	3,386 SH	Decreased-125 SH
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.2M	0.6%	22,421 SH	New
BLACKROCK INC	COM	$523K	0.3%Prev: 0.2%	449 SH	Decreased-96 SH
BOEING CO	COM	$573K	0.3%Prev: 0.3%	2,653 SH	Increased+135 SH
BROADCOM INC	COM	$841K	0.4%Prev: 0.5%	2,549 SH	Decreased-208 SH
CARRIER GLOBAL CORPORATION	COM	$206K	0.1%Prev: 0.1%	3,450 SH	Decreased
CHEVRON CORP NEW	COM	$581K	0.3%	3,744 SH	New
CITIGROUP INC	COM NEW	$277K	0.1%Prev: 0.2%	2,728 SH	Decreased+172 SH
CONOCOPHILLIPS	COM	$374K	0.2%Prev: 0.1%	3,951 SH	Increased+1,500 SH
COTY INC	COM CL A	$53K	0.0%Prev: 0.0%	12,999 SH	Increased
CROWDSTRIKE HLDGS INC	CL A	$1.6M	0.8%Prev: 1.2%	3,300 SH	Decreased-135 SH
DEERE & CO	COM	$1.1M	0.6%Prev: 0.6%	2,368 SH	Decreased+417 SH
DOVER CORP	COM	$1.6M	0.8%Prev: 0.7%	9,328 SH	Increased+2,774 SH
ELI LILLY & CO	COM	$793K	0.4%Prev: 0.6%	1,039 SH	Decreased+15 SH
ENBRIDGE INC	COM	$567K	0.3%Prev: 0.3%	11,227 SH	Decreased-322 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$267K	0.1%	15,557 SH	New
ENTERGY CORP NEW	COM	$681K	0.4%Prev: 0.4%	7,304 SH	Decreased+175 SH
EXXON MOBIL CORP	COM	$1.3M	0.7%	11,229 SH	New
FIDELITY COVINGTON TRUST	MSCI HLTH CARE I	$844K	0.4%Prev: 0.3%	12,621 SH	Increased+5,498 SH
FIRST TR EXCHANGE TRADED FD	DORSEY WRT 5 ETF	$206K	0.1%Prev: 0.1%	3,329 SH	Decreased+538 SH
FIRST TR EXCHANGE TRADED FD	HLTH CARE ALPH	$323K	0.2%	2,942 SH	New
FIRST TR EXCHANGE-TRADED FD	DJ INTERNT IDX	$522K	0.3%Prev: 0.2%	1,867 SH	Increased
FLAHERTY & CRUMRINE PFD INCO	COM	$172K	0.1%Prev: 0.1%	14,351 SH	Increased
FREEPORT-MCMORAN INC	CL B	$477K	0.2%	12,160 SH	New
GE AEROSPACE	COM NEW	$696K	0.4%Prev: 0.4%	2,313 SH	Decreased-7 SH
GE VERNOVA INC	COM	$463K	0.2%Prev: 0.4%	753 SH	Decreased+20 SH
GENERAL MTRS CO	COM	$719K	0.4%Prev: 0.3%	11,791 SH	Decreased+2,399 SH
GOLDMAN SACHS GROUP INC	COM	$1.4M	0.7%Prev: 0.7%	1,747 SH	Decreased+200 SH
GOLUB CAP BDC INC	COM	$367K	0.2%Prev: 0.1%	26,811 SH	Increased+15,229 SH
GSK PLC	SPONSORED ADR	$324K	0.2%Prev: 0.2%	7,504 SH	Decreased
HOME DEPOT INC	COM	$392K	0.2%Prev: 0.1%	966 SH	Increased+391 SH
INTERCONTINENTAL EXCHANGE IN	COM	$460K	0.2%Prev: 0.1%	2,731 SH	Increased+246 SH
INTERNATIONAL BUSINESS MACHS	COM	$983K	0.5%Prev: 0.5%	3,485 SH	Decreased-572 SH
INVESCO QQQ TR	UNIT SER 1	$846K	0.4%Prev: 0.4%	1,409 SH	Decreased+248 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$205K	0.1%	3,147 SH	New
ISHARES TR	CORE S&P TTL STK	$1.4M	0.7%Prev: 0.8%	9,645 SH	Decreased-515 SH
ISHARES TR	CORE S&P500 ETF	$2.2M	1.2%Prev: 1.2%	3,323 SH	Decreased-150 SH
ISHARES TR	ISHARES BIOTECH	$1.1M	0.6%Prev: 0.7%	7,520 SH	Decreased-86 SH
ISHARES TR	RUS 1000 ETF	$208K	0.1%Prev: 0.1%	570 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$1.1M	0.6%Prev: 0.5%	2,364 SH	Increased-5,456 SH
ISHARES TR	RUS 1000 VAL ETF	$269K	0.1%	1,319 SH	New
ISHARES TR	S&P 500 GRWT ETF	$12.5M	6.6%Prev: 5.5%	103,932 SH	Increased+17,862 SH
ISHARES TR	S&P 500 VAL ETF	$19.6M	10.3%Prev: 10.4%	94,987 SH	Decreased-3,494 SH
ISHARES TR	S&P MC 400GR ETF	$604K	0.3%Prev: 0.3%	6,300 SH	Decreased
ISHARES TR	S&P SML 600 GWT	$780K	0.4%Prev: 0.4%	5,515 SH	Decreased+283 SH
ISHARES TR	U.S. TECH ETF	$12.2M	6.4%Prev: 7.2%	62,183 SH	Decreased+670 SH
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$14.2M	7.4%Prev: 6.5%	247,841 SH	Increased+2,823 SH
J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$231K	0.1%Prev: 0.1%	4,578 SH	Decreased
JANUS DETROIT STR TR	HENDRSON AAA CL	$15.0M	7.9%Prev: 6.3%	296,350 SH	Increased+29,274 SH
JOHNSON & JOHNSON	COM	$2.4M	1.3%Prev: 1.5%	13,113 SH	Decreased+732 SH
JPMORGAN CHASE & CO.	COM	$4.3M	2.2%	13,527 SH	New
LOEWS CORP	COM	$913K	0.5%Prev: 0.4%	9,092 SH	Increased+1,113 SH
MARTIN MARIETTA MATLS INC	COM	$880K	0.5%Prev: 0.4%	1,396 SH	Increased
MCDONALDS CORP	COM	$263K	0.1%Prev: 0.1%	865 SH	Increased+16 SH
MERCK & CO INC	COM	$602K	0.3%Prev: 0.4%	7,178 SH	Decreased-2 SH
META PLATFORMS INC	CL A	$3.4M	1.8%Prev: 1.6%	4,587 SH	Increased-1,390 SH
MICROSOFT CORP	COM	$5.5M	2.9%Prev: 2.1%	10,570 SH	Increased-1,721 SH
MONDELEZ INTL INC	CL A	$674K	0.4%Prev: 0.3%	10,795 SH	Increased+20 SH
NAVITAS SEMICONDUCTOR CORP	COM	$125K	0.1%Prev: 0.1%	17,300 SH	Decreased-400 SH
NETFLIX INC	COM	$446K	0.2%	372 SH	New
NEWMONT CORP	COM	$1.2M	0.6%Prev: 0.6%	14,017 SH	Decreased+691 SH
NEXTERA ENERGY INC	COM	$1.3M	0.7%Prev: 0.7%	17,158 SH	Decreased-250 SH
NORWEGIAN CRUISE LINE HLDG L	SHS	$446K	0.2%	18,100 SH	New
NOVO-NORDISK A S	ADR	$243K	0.1%	4,382 SH	New
NVIDIA CORPORATION	COM	$3.4M	1.8%Prev: 1.7%	17,987 SH	Decreased-64 SH
OKLO INC	COM CL A	$526K	0.3%Prev: 0.1%	4,714 SH	Increased+393 SH
OTIS WORLDWIDE CORP	COM	$266K	0.1%Prev: 0.1%	2,910 SH	Increased
PALANTIR TECHNOLOGIES INC	CL A	$879K	0.5%Prev: 0.3%	4,816 SH	Increased-273 SH
PALO ALTO NETWORKS INC	COM	$538K	0.3%Prev: 0.5%	2,641 SH	Decreased-344 SH
PEPSICO INC	COM	$612K	0.3%Prev: 0.3%	4,359 SH	Increased
PHILIP MORRIS INTL INC	COM	$1.4M	0.8%Prev: 0.7%	8,889 SH	Decreased+249 SH
PHILLIPS 66	COM	$240K	0.1%Prev: 0.1%	1,765 SH	Decreased
PROSHARES TR	S&P 500 HIGH INC	$310K	0.2%	6,877 SH	New
PROSHARES TR	S&P MDCP 400 DIV	$372K	0.2%Prev: 0.4%	4,364 SH	Decreased-4,926 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$2.3M	1.2%	27,641 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$357K	0.2%Prev: 0.1%	11,998 SH	Increased-3,152 SH
ROPER TECHNOLOGIES INC	COM	$349K	0.2%	700 SH	New
RTX CORPORATION	COM	$1.8M	0.9%Prev: 0.8%	10,572 SH	Increased+1,786 SH
SALESFORCE INC	COM	$222K	0.1%Prev: 0.2%	936 SH	Decreased-1,140 SH
SELECT SECTOR SPDR TR	ENERGY	$1.2M	0.6%	13,169 SH	New
SELECT SECTOR SPDR TR	FINANCIAL	$860K	0.5%	15,967 SH	New
SELECT SECTOR SPDR TR	SBI CONS DISCR	$533K	0.3%	2,223 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.2M	0.7%	4,408 SH	New
SEMPRA	COM	$362K	0.2%Prev: 0.2%	4,020 SH	Decreased
SERVICENOW INC	COM	$846K	0.4%Prev: 0.1%	919 SH	Increased-2,256 SH
SHELL PLC	SPON ADS	$298K	0.2%Prev: 0.2%	4,168 SH	Decreased
SPDR GOLD TR	GOLD SHS	$339K	0.2%Prev: 0.3%	955 SH	Decreased-785 SH
SPDR S&P 500 ETF TR	TR UNIT	$4.7M	2.5%	7,045 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$254K	0.1%	2,428 SH	New
TESLA INC	COM	$892K	0.5%Prev: 0.4%	2,005 SH	Increased+202 SH
TG THERAPEUTICS INC	COM	$404K	0.2%Prev: 0.3%	11,180 SH	Decreased-600 SH
THERMO FISHER SCIENTIFIC INC	COM	$418K	0.2%Prev: 0.2%	861 SH	Decreased+10 SH
TRAVELERS COMPANIES INC	COM	$213K	0.1%Prev: 0.1%	763 SH	Decreased+13 SH
UBER TECHNOLOGIES INC	COM	$559K	0.3%Prev: 0.2%	5,710 SH	Increased+450 SH
UNITIL CORP	COM	$281K	0.1%Prev: 0.1%	5,876 SH	Decreased
VANGUARD INDEX FDS	S&P 500 ETF SHS	$233K	0.1%Prev: 0.1%	381 SH	Decreased+3 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$295K	0.2%Prev: 0.1%	1,365 SH	Decreased+48 SH
VANGUARD WORLD FD	CONSUM STP ETF	$386K	0.2%Prev: 0.2%	1,805 SH	Increased+373 SH
VANGUARD WORLD FD	INF TECH ETF	$416K	0.2%Prev: 0.2%	557 SH	Decreased-3,899 SH
VERIZON COMMUNICATIONS INC	COM	$678K	0.4%Prev: 0.1%	15,431 SH	Increased+8,174 SH
ZSCALER INC	COM	$270K	0.1%	900 SH	New

Sold (vs prior filing)

ADVANCED MICRO DEVICES INC — $562K
BANK OF NY MELLON CORP — $3.1M
BLACKROCK ETF TRUST — $1.9M
BLACKROCK ETF TRUST II — $1.5M
BLACKSTONE INC — $236K
BLOOM ENERGY CORP — $255K
CHEVRON CORPORATION — $615K
COREWEAVE INC — $618K
CRISPR THERAPEUTICS AG — $232K
FIDELITY GREENWOOD STREET TR — $884K
FREEPORT MCMORAN INC — $761K
INTEL CORP — $438K
J P MORGAN EXCHANGE TRADED F — $222K
JPMORGAN CHASE & CO — $4.4M
MICRON TECHNOLOGY INC — $1.2M
NETFLIX INC. — $405K
NORWEGIAN CRUISE LINE HLDGS — $539K
NXP SEMICONDUCTORS N V — $239K
ORACLE CORP — $567K
PIMCO ETF TR — $409K
… and 13 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 2, 2026	Q4 2025	13F-HR	0001824694-26-000001	$202.2M	View
Oct 21, 2026	Q3 2026	13F-HR	0001824694-26-000008	$234.3M	View
Oct 23, 2025	Q3 2025